Dec 29, 2025 • MarketBeat
SOMEWHAT-BULLISH
Dragoneer Investment Group LLC Has $425.08 Million Stake in Global-e Online Ltd. $GLBE
Dragoneer Investment Group LLC significantly increased its stake in Global-e Online Ltd. by 18.2% in Q3, now holding 11,887,078 shares valued at approximately $425.08 million, making it their 4th largest holding. Analysts maintain a "Moderate Buy" rating with an average target price of $49.91, and the company recently authorized a $200 million stock buyback program. Global-e Online, trading near $39.60 with a market cap of $6.72 billion, continues to attract institutional investment and positive analyst sentiment.
Dec 29, 2025 • MarketBeat
BULLISH
Annex Advisory Services LLC Raises Stake in Global-e Online Ltd. $GLBE
Annex Advisory Services LLC has increased its stake in Global-e Online Ltd. (NASDAQ:GLBE) by 7.1%, now holding 389,391 shares valued at $13.9 million. This move is part of broader institutional interest, with such investors now owning approximately 94.6% of the company. The company recently exceeded quarterly revenue and EPS expectations, and the board has approved a $200 million stock buyback program, indicating confidence in its valuation and future prospects.
Dec 26, 2025 • Yahoo Finance UK
SOMEWHAT-BEARISH
Returns On Capital Signal Tricky Times Ahead For Global-E Online (NASDAQ:GLBE)
Global-E Online (NASDAQ:GLBE) is facing "tricky times" as its Return on Capital Employed (ROCE) has significantly decreased over the last five years, falling to 1.4% from 7.8%. Although the company is reinvesting and growing sales, with a 92% return to shareholders over the past three years, its current ROCE is low compared to the Multiline Retail industry average. This suggests that while growth is occurring, the efficiency of capital utilization has declined.
Dec 20, 2025 • Stock Traders Daily
NEUTRAL
(GLBE) and the Role of Price-Sensitive Allocations
This article analyzes Global-e Online Ltd. (NASDAQ: GLBE), highlighting a potential shift in near-term positive sentiment and broader weak alignment. It presents AI-generated trading strategies including position, momentum breakout, and risk hedging, along with multi-timeframe signal analysis for support and resistance levels.
Dec 17, 2025 • Investing.com
BULLISH
Benchmark reiterates Buy rating on Global-E Online stock with $52 target
Benchmark has reiterated its Buy rating on Global-E Online (NASDAQ:GLBE) with a $52 price target, representing a potential 33% upside. The firm is confident in Global-E's 2026 outlook, citing strong GMV visibility and impressive revenue growth. This outlook is further supported by potential Shopify collaborations and the BorderFree platform, suggesting current models might be conservative.
Dec 17, 2025 • Investing.com Brasil - Finanças, Câmbio e Investimentos
BULLISH
Benchmark reitera classificação de compra para ações da Global-E Online com preço-alvo de US$ 52
Benchmark reiterated its 'Buy' rating for Global-E Online Ltd (NASDAQ:GLBE) with a $52.00 price target, suggesting a 33% upside. The firm expressed confidence in Global-E's 2026 outlook, backed by strong revenue growth and strategic growth drivers like BorderFree and potential Shopify initiatives, reaffirming its optimistic stance on the company's financial trajectory.